Journey of a Salesforce Geek

How to: Rollup Summary of Contacts on Accounts

We have all run into this issue… the desire to know how many Accounts have “x” number of Contacts associated to them. Whether it’s for Lead generation or just a desire to know, Salesforce has done a good job of being able to easily obtain this information. Salesforce has a field called Rollup Summary, however, between Accounts and Contacts, Salesforce has prevented us from being able to do such a simple task. Well, Rollup Helper is here to help.

This is a tool one of my colleagues stumbled upon and I have found it to be really great. It allows you to do all sorts of different lookups and rollups. However, for the purpose of this blog, I am going to stick with explaining how to use it to see the number of Contacts per account and how to create a report to see which Accounts only have 1 Contact.